• Basics of Investing
  • Dealing with Everyday Money Matters
  • Developing Resiliency
  • Exploring Legacy

Category: Basics of Investing

How to Use Discounted Cash Flow to Estimate a Stock’s Value

Posted by Julie Rains  |  Basics of Investing

When purchasing stocks, you don’t want to overpay or you’ll either lose money or won’t experience investment gains. Here’s how to use discounted cash flow (aka DCF model) to estimate the business’s value and determine whether its stock price is fair.

Your First Stock: How to Decide Amid a Sea of Choices

Posted by Julie Rains  |  Basics of Investing

You can choose your first stock on your own. Here’s how to identify companies and evaluate them for your investment portfolio.

What is a Dividend Yield and How is It Calculated?

Posted by Julie Rains  |  Basics of Investing

A dividend yield is a simple calculation that gives you lots of information at a glance. Learn the specifics and what it can mean for you.

What To Do Before You Invest (A Financial Checklist)

Posted by Julie Rains  |  Basics of Investing

You can invest at any time. But you may feel more comfortable and confident if you get certain aspects of your finances in order before you invest. Here’s a short checklist of financial items to consider before you invest on your own.

What Investing Fees Still Exist

Posted by Julie Rains  |  Basics of Investing

Free stock trades are now the industry standard. But that doesn’t mean that investing fees have disappeared. Watch out for these charges.

Webull vs. Betterment

Posted by Julie Rains  |  Basics of Investing

Which should you choose: Webull or Betterment? Both serve investors, including beginners and the more experienced. Learn how they are alike and different.

Webull Investing App Review: Benefits for Stock Investors

Posted by Julie Rains  |  Basics of Investing

Webull introduced zero-commission, real-time trading to regular investors. Zero commissions makes trading much more profitable and the company is pursuing traders, rather than long-term investors. But the investing app has some nice features that can benefit the investor with a long-term perspective. Learn why these are valuable.

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MEET JULIE

Welcome! I’m Julie. I’m a writer and investor sharing practical insights on building lasting wealth with purpose.

BOOK RECOMMENDATIONS

Growing Wealth: Essential Money Lessons from My Garden to Yours

Julie’s Book List for Money Management and Life

Short-Form Money Memoir: Grandma and the Cancelled Check

 

Courses

Executor’s Dashboard Course: Stay Organized from Day One

Coming Soon: The Executor’s First 30 Days: A Practical Course for New Executors

HDHP vs. PPO: Yearly Cost and Wealth Projection Spreadsheet

Social Security Retirement Benefits: When to Start Spreadsheet

For When You Need It: Key Financial Details (simple organizing tool)

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  • Basics of Investing
  • Dealing with Everyday Money Matters
  • Developing Resiliency
  • Exploring Legacy

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